Question-and-Answer Session
Operator
(Operator Instructions) Your first question comes from [Michael Genevieve] – Soleil Securities.
[Michael Genevieve] – Soleil Securities
Just first a point of clarification, the op ex for fourth quarter of $42 to $43 million, that excludes stock-comp expense, is that right?
Duston M. Williams
That’s correct.
[Michael Genevieve] – Soleil Securities
On the new products can you help us with any kind of breakout on the under seas and the metro product? Is there any difference in gross margin profile on those products relative to each other and relative to the DTN?
Duston M. Williams
Every deal is different of course and every customer is different. I wouldn’t say there’s significant differences in gross margins. There’s some differences of course but I would not say they’re big differences.
[Michael Genevieve] – Soleil Securities
With the ATN, do you think that’s a product that you would expect to win new customers for that aren’t deploying the DTN or do you think that will primarily be long haul customers that want to expand the operating system to the metro?
Jagdeeb Singh
Obviously as we do with every platform that we have there’s a roadmap for the ATN like there is for the DTN and the submarine and so on that involve multiple releases over time. The functionality we prioritize for the initial release is in fact the functionality that our current DTN customers value significantly. So for example, one of the key things ATN let’s our current customers do is extend the bandwidth management functionality to the edge so they can for example take in four 2.5 gig streams, combine them in to a 10 gig stream on the ATN, deliver that to DTN in a way that the DTN can then split up and groom in different directions. You can’t do that today with a third party metro box. That’s a unique value the ATN offers to a DTN network that can’t be gotten anywhere else.
Having said that, clearly over time if we have a platform the intention would be to make it a fully competitive product that competes not only in customers of the DTN today but in new accounts as well.
[Michael Genevieve] – Soleil Securities
If I could just get one more in, on the share you think the optical market sounds like it is recovering pretty nicely so you’re winning your fair share but do you think that you’re gaining share or would you look at other vendors Ciena, Alcatel and others and think that they’re growing at about the same rate as you are in optical? Or is there anything notable in the competitive environment, any specific vendors you could call out as either gainers or losers at this point?
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